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SCZ icon

Sunbelt Securities’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sunbelt Securities’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.5K Hold
236
– – ﹤0.01% 1318
2025
Q4 		$18.3K Buy
236
+4
+2% +$307 ﹤0.01% 1282
2025
Q3 		$17.8K Buy
232
+207
+828% +$15.5K ﹤0.01% 1296
2025
Q2 		$1.52K Buy
+25
New +$1.69K ﹤0.01% 1630
2025
Q1 		– Sell
-25
Closed -$1.52K – 1887
2024
Q4 		$1.52K Hold
25
– – ﹤0.01% 1633
2024
Q3 		$1.69K Hold
25
– – ﹤0.01% 1630
2024
Q2 		$1.54K Hold
25
– – ﹤0.01% 1578
2024
Q1 		$1.58K Hold
25
– – ﹤0.01% 1544
2023
Q4 		$1.55K Sell
25
-86
-77% -$4.91K ﹤0.01% 1496
2023
Q3 		$6.27K Hold
111
– – ﹤0.01% 1260
2023
Q2 		$6.55K Buy
111
+25
+29% +$1.5K ﹤0.01% 1272
2023
Q1 		$5.1K Buy
+86
New +$5.11K ﹤0.01% 1294
2019
Q1 		– Sell
-5,735
Closed -$297K – 243
2018
Q4 		$297K Sell
5,735
-344
-6% -$19.3K 0.17% 155
2018
Q3 		$379K Sell
6,079
-6
-0.1% -$375 0.2% 140
2018
Q2 		$382K Buy
6,085
+200
+3% +$13.1K 0.23% 131
2018
Q1 		$384K Buy
5,885
+12
+0.2% +$792 0.35% 96
2017
Q4 		$379K Buy
+5,873
New +$370K 0.37% 94

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunbelt Securities's SCZ Position: Q1 2026 in Review

Sunbelt Securities held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q1 2026 at 236 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Sunbelt Securities first reported a position in SCZ in Q4 2017 and has held it in 17 quarters since. The position peaked at $384K in Q1 2018. 764 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

  • Sunbelt Securities held 236 shares of iShares MSCI EAFE Small-Cap ETF worth $18.5K as of Q1 2026.
  • Sunbelt Securities left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1318 holding.
  • Sunbelt Securities first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 17 quarters since.
  • Sunbelt Securities's iShares MSCI EAFE Small-Cap ETF position peaked at $384K in Q1 2018.
  • 764 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.